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Integrate AI with Microsoft 365 and automate your business processes

Transform Outlook, SharePoint, Teams and Excel into genuinely intelligent tools. Custom AI agents and automations for industrial SMEs.

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The problem

You already use Microsoft 365. Now make your tools work together.

In many industrial SMEs, Microsoft 365 is indispensable. Yet employees still spend a lot of time:

manually reading and sorting emails
downloading and filing attachments
searching for information in SharePoint
copying data between Outlook, Excel, a CRM or an ERP
updating Excel spreadsheets
writing meeting minutes
preparing weekly reports
tracking down procedures or technical documents
passing information from one department to another

Artificial intelligence now makes it possible to go much further than simple rule-based automation. A system can now read, understand, classify, extract, summarise and generate information, then automatically trigger the right actions in your Microsoft 365 environment.

Applications

What can be automated with AI and Microsoft 365?

Each module in your Microsoft environment becomes an entry point for automating a business process.

Outlook + AI

Automate your email processing

Transform your Outlook inbox into a genuine intelligent entry point for your business processes.

  • Identify the subject of the request and recognise the customer or project
  • Determine the priority level and extract references, dates, quantities
  • Analyse attachments (PDFs, drawings, purchase orders)
  • Save documents in the correct SharePoint folder
  • Create a task, update your CRM or ERP
  • Prepare a response and alert the right person
Learn more

SharePoint + AI

Turn your documents into a knowledge base

Query your procedures, manuals and technical documents in natural language, without browsing through dozens of folders.

  • Instantly retrieve the procedure applicable to a situation
  • Search all documents related to a project or customer
  • Identify the main requirements of a technical document
  • Summarise the changes between two versions of a document
  • Rely only on authorised SharePoint sources
  • Accelerate onboarding and training of new employees
Learn more

Teams + AI agents

An assistant directly in your work environment

Integrate business AI agents into the interface your employees already use every day.

  • Retrieve the latest meeting minutes for a project
  • Get a summary of this week's quality incidents
  • Identify customers to follow up with today
  • Create a task for a production manager
  • Trigger a workflow directly from a Teams conversation
  • Connect the agent to your data and business tools
Learn more

Excel + AI

Make your files smarter

Planning, costing, production tracking, quality, inventory — eliminate hours of manual work around your Excel files.

  • Automatically import and consolidate multiple files
  • Clean, structure and analyse data
  • Detect anomalies and generate automatic comments
  • Populate the file from emails or documents
  • Prepare reports and dashboards automatically
  • Export to other business tools without re-entry
Learn more

Power Automate + AI

Automate more complex processes

Combine Power Automate and artificial intelligence to orchestrate workflows that previously required human intervention.

  • Email received → AI analysis → extraction → classification → SharePoint
  • Automatic update of ERP or CRM
  • Teams notification → report → sent to manager
  • Document received → AI reading → validation → Excel update
  • Report generation and automatic dispatch
  • Orchestrate flows between multiple business applications
Learn more

ERP, CRM and business tools

Information flows automatically between your systems

Microsoft 365 connected to your entire information system to eliminate duplicate data entry.

  • Connect Outlook, SharePoint and Teams to your ERP
  • Synchronise information with your CRM
  • Interface with your internal databases
  • Integrate your business software (MES, ERP, internal applications)
  • Use APIs for bidirectional data exchange
  • Let information flow without manual intervention
Learn more
SharePoint + AI

Ask questions directly to your documents

Instead of browsing through SharePoint folders, your employees can simply ask:

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« What is the procedure when a quality check is non-conformant? »

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« Find me the documents related to the Dupont project. »

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« What are the main requirements of this technical documentation? »

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« Summarise the changes between these two versions. »

The assistant retrieves information from authorised sources and provides a contextualised response — without exposing unauthorised documents.

Teams + AI agents

An assistant in your workspace

Integrate AI agents directly into Teams. Your employees interact in natural language to trigger actions or retrieve information:

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« Find the latest meeting minutes for project X. »

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« Prepare a summary of this week's quality incidents. »

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« Which customers need to be followed up with today? »

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« Create a task for the production manager. »

The agent becomes a simple interface between your employees, your data, and your tools — with no additional training required.

Power Automate + AI

Examples of automated workflows

Email received
AI analysis
Information extraction
Classification
SharePoint save
ERP update
Teams notification
Document received
AI reading
Information check
Excel update
Report generation
Sent to manager
AI agents

AI agents that can act, not just answer

A chatbot answers a question. A business AI agent can go further: search for information, analyse a document, prepare a response, trigger a workflow, or update a system — within defined permissions.

Sales AI agent

Analyses emails, retrieves customer information, prepares follow-ups, helps update the CRM, and identifies priority actions.

Document AI agent

Searches SharePoint, procedures, technical documentation and meeting minutes to help employees quickly find information.

Order management AI agent

Analyses customer requests, extracts information from orders and documents, and facilitates their transmission to internal tools.

Quality AI agent

Analyses quality reports and documents, centralises information, and helps identify anomalies or recurring events.

Project AI agent

Retrieves documents and decisions, summarises meeting minutes, and facilitates action tracking.

A specific process to automate?

Technology choice

Microsoft Copilot or custom AI agent: which to choose?

Solanys analyses with you the best approach based on your needs, your IT environment, and the expected return on investment. We do not seek to impose a technology.

🤖

Microsoft 365 Copilot

To assist users in their daily work within the Microsoft environment.

Copilot Studio

To develop custom agents integrated into the Microsoft ecosystem.

🔄

Power Automate

To orchestrate workflows and automations between your applications.

⚙️

Custom AI solutions

For processes requiring specific integrations, AI models or architectures.

When the process must integrate specific business rules, multiple systems, an ERP, a database, or particular AI processing, we design an appropriate solution — whatever technology is most relevant.

Industry

AI & Microsoft 365 for industry

Industrial processes generate numerous information flows daily — orders, drawings, quality reports, supplier documents, production tables. AI connected to Microsoft 365 makes it possible to link them to operational processes.

Engineering

Automatically classify incoming requests, analyse associated documents and drawings, and create project folders.

Order management

Extract information from orders received by email and prepare their integration into the ERP.

Quality

Analyse reports, centralise non-conformances, and automatically generate summaries.

Production

Consolidate data from multiple files and automatically generate production reports.

Management

Automatically transform available data into dashboards and decision-making summaries.

Sales

Analyse customer exchanges, prepare follow-ups, and update commercial information.

Our approach

Start from your processes, not from technology

1

Identify

We analyse your current processes and identify repetitive, time-consuming tasks around Microsoft 365.

2

Prioritise

We evaluate use cases according to feasibility, operational impact, and return on investment potential.

3

Prototype

We quickly build a first workflow or prototype on a limited scope.

4

Integrate

We connect the solution to your Microsoft 365 environment and, if necessary, to your business tools.

5

Deploy

We support your teams in using the solution and evolving it over time.

Why Solanys

Why work with Solanys?

An approach focused on SMEs and industry

We understand the constraints of industrial companies: ERP, legacy Excel files, technical documentation, quality processes, and sometimes heterogeneous systems.

Genuinely custom solutions

We start from the business process before selecting technologies. Not the other way around.

AI + automation + integration

We combine artificial intelligence, AI agents, automation, and information system integration.

Your existing environment stays at the centre

Microsoft 365, ERP, CRM, databases, and business applications continue to work together — without costly migration.

Let's get started

You have Microsoft 365? Let's identify what you can automate.

Show us your current process. We identify with you the tasks that can be automated and the best way to integrate AI into your Microsoft 365 environment.

FAQ

Frequently asked questions

What is a Microsoft 365 AI agent?
A Microsoft 365 AI agent is a program capable of reading, understanding, and acting within your Microsoft environment: Outlook, SharePoint, Teams, Excel, Power Automate. Unlike a simple chatbot, it can execute a sequence of actions — analyse an email, extract information, update a CRM or trigger a workflow — autonomously within defined permissions.
Do you need Microsoft 365 Copilot to use AI in M365?
No. Microsoft 365 Copilot is one option among many. Depending on your needs, Copilot Studio, Power Automate, or custom AI solutions connected to your M365 environment may be more appropriate — particularly when your processes involve an ERP, specific business rules, or particular AI architectures.
How do you connect AI to SharePoint?
It is possible to connect an AI assistant to SharePoint via the Microsoft Graph APIs, by indexing documents from your libraries in a vector database. Employees can then query the content in natural language, with the assistant retrieving information from authorised sources and providing a contextualised response.
Power Automate or a custom AI solution — which to choose?
Power Automate is effective for automating workflows triggered by simple rules. When the process requires understanding content — reading and interpreting an email or document, extracting structured information, making contextual decisions — an AI layer provides the necessary capabilities. Both approaches can be combined.
Can AI connect to our ERP from Microsoft 365?
Yes. Depending on the capabilities offered by your ERP, different integration methods can be used: API, database, structured exports, or automations. The goal is generally to allow information to flow automatically between Microsoft 365 and your business tools, without manual re-entry.
Where to start an AI project with Microsoft 365?
Identify the tasks your teams repeat every week around your Microsoft tools: emails to sort manually, information copied between Outlook and a CRM or ERP, reports to consolidate, procedures difficult to find in SharePoint. These are generally the best starting points. Solanys conducts a free audit to identify the most impactful opportunities.